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SevenBridge Financial Group’s Southern Company SO Stock Holding History

SevenBridge Financial Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Sell
4,948
-704
-12% -$65.1K 0.07% 146
2025
Q4 		$498K Sell
5,652
-1,200
-18% -$110K 0.08% 142
2025
Q3 		$630K Sell
6,852
-1,932
-22% -$180K 0.1% 133
2025
Q2 		$825K Sell
8,784
-2,759
-24% -$248K 0.15% 127
2025
Q1 		$1.01M Sell
11,543
-7,210
-38% -$624K 0.2% 119
2024
Q4 		$1.62M Sell
18,753
-129
-0.7% -$11.3K 0.31% 87
2024
Q3 		$1.67M Hold
18,882
– – 0.32% 82
2024
Q2 		$1.63M Hold
18,882
– – 0.36% 74
2024
Q1 		$1.43M Hold
18,882
– – 0.32% 83
2023
Q4 		$1.32M Sell
18,882
-1,805
-9% -$124K 0.31% 82
2023
Q3 		$1.34M Hold
20,687
– – 0.35% 78
2023
Q2 		$1.45M Sell
20,687
-359
-2% -$25.7K 0.38% 73
2023
Q1 		$1.46M Sell
21,046
-53
-0.3% -$3.57K 0.4% 71
2022
Q4 		$1.51M Sell
21,099
-100
-0.5% -$6.69K 0.44% 61
2022
Q3 		$1.44M Sell
21,199
-201
-0.9% -$15.2K 0.49% 54
2022
Q2 		$1.53M Buy
21,400
+69
+0.3% +$5.07K 0.62% 49
2022
Q1 		$1.55M Sell
21,331
-55
-0.3% -$3.73K 0.54% 50
2021
Q4 		$1.47M Sell
21,386
-250
-1% -$15.9K 0.44% 65
2021
Q3 		$1.34M Sell
21,636
-697
-3% -$44.9K 0.45% 62
2021
Q2 		$1.35M Buy
22,333
+116
+0.5% +$7.42K 0.44% 67
2021
Q1 		$1.38M Buy
22,217
+115
+0.5% +$6.88K 0.5% 57
2020
Q4 		$1.36M Hold
22,102
– – 0.53% 54
2020
Q3 		$1.2M Sell
22,102
-500
-2% -$26.7K 0.55% 56
2020
Q2 		$1.17M Buy
22,602
+1
+0% +$56 0.58% 54
2020
Q1 		$1.22M Sell
22,601
-303
-1% -$19.2K 0.71% 45
2019
Q4 		$1.46M Sell
22,904
-645
-3% -$40K 0.38% 56
2019
Q3 		$1.46M Sell
23,549
-1,000
-4% -$58K 0.77% 43
2019
Q2 		$1.33M Hold
24,549
– – 0.48% 53
2019
Q1 		$1.24M Sell
24,549
-34
-0.1% -$1.67K 0.47% 57
2018
Q4 		$1.06M Sell
24,583
-205
-0.8% -$9.32K 0.65% 47
2018
Q3 		$1.08M Sell
24,788
-1,750
-7% -$80.6K 0.57% 51
2018
Q2 		$1.21M Sell
26,538
-579
-2% -$25.9K 0.67% 47
2018
Q1 		$1.19M Sell
27,117
-1,208
-4% -$53.6K 0.68% 45
2017
Q4 		$1.34M Buy
28,325
+1,050
+4% +$53.5K 0.74% 42
2017
Q3 		$1.34M Buy
27,275
+773
+3% +$37.5K 0.77% 40
2017
Q2 		$1.27M Buy
26,502
+160
+0.6% +$8.02K 0.77% 41
2017
Q1 		$1.31M Buy
26,342
+4,507
+21% +$223K 0.86% 36
2016
Q4 		$1.11M Hold
21,835
– – 0.8% 36
2016
Q3 		$1.11M Buy
21,835
+9,276
+74% +$488K 0.81% 36
2016
Q2 		$674K Buy
+12,559
New +$632K 0.47% 62

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SevenBridge Financial Group's SO Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $65.1K and leaving 4,948 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #146.

SevenBridge Financial Group first reported a position in SO in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.67M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • SevenBridge Financial Group held 4,948 shares of Southern Company worth $455K as of Q1 2026.
  • SevenBridge Financial Group sold 704 Southern Company shares in Q1 2026, an estimated $65.1K.
  • Southern Company made up 0.07% of SevenBridge Financial Group's portfolio in Q1 2026, its #146 holding.
  • SevenBridge Financial Group first reported a position in Southern Company in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Southern Company position peaked at $1.67M in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.